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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Amy J who wrote (98815)	2/12/2000 4:41:00 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Amy, from one of your links to a Sun investor: The world could be innundated with Itaniums and even IF they were RISC-killers (which they aren't), who are the companies that support SOLUTIONS using Itaniums???? What kind of solutions? How long have they been in business providing those solutions? This person (Cheryl Williamson) has a point. Itanium is not going to magically penetrate into Sun's business just because it's going to be a RISC-killer. It will definitely take time and energy to make Itanium a success in the back-end where Sun is currently dominating. The good news is that Intel knows better than anyone else the challenges it faces with Itanium. They recognize that it's the total SOLUTION that counts. (Notice I put SOLUTION in all caps, just like Cheryl.) So Intel is going all out in making sure that everything from hardware to software is being established. The advantage that Intel will push is the proliferation of the Itanium platform. Instead of one company providing one kind of solution for everyone's needs, you'll have several companies providing customized solutions for different customers. Some customers will want to go with a trusted vendor like Compaq. Some will go with cookie-cutters like Dell. Some will need heavy-duty stuff coming from IBM. All these solutions will be able to draw upon the same pool of software tools and resources. But more importantly, all of these solutions will also draw upon a common set of hardware building blocks, the main ones being the Itanium processors and the IA-64 chipsets. And guess who'll be supplying most of these building blocks? Intel. Bottom line is this: If the Xeon platform is gaining popularity vs. Sun, guess what happens when the Itanium platform gets established in a year or two and starts following the same path to success as Xeon? Of course, all this depends on excellent execution from Intel. Tenchusatsu

To: Amy J who wrote (98815)	2/12/2000 5:25:00 PM
From: Paul Engel	Respond to of 186894

Amy - Re: "Intel is good, but do you really think they're significantly better than IBM, Texas Instruments, LSI Logic, Samsung, Micron, and other semi makers? " The poster should know the answer to this - YES ! IBM and TI have abandoned competing with Intel in the x86 CPU market and IBM's PowerPc HAS miserably failed to compete with Intel's Pentium IIx CPUS - despite Apple's clever but misleading ads. LSI, Samsung, Micron...OK - let's sum up their profits for the past 5 years and compare to Intel's ! Paul

To: Amy J who wrote (98815)	2/12/2000 8:37:00 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 186894

Paul and Thread, a little "Intel-bashing" by the Sun investors on the MSFT thread: Amy J Message 12849625 To: Tony Viola who wrote (37713) From: cheryl williamson Yeah, she's one of the SUNW-lover MSFT-hater reasons that I stopped reading that thread. She's unreasonable. She hates MSFT like AMDer's hate INTC. Since INTC is a threat to the Sun Platform she also hates INTC to some degree. Discussions with her are not likely to lead to anything productive. One of the things that she seems to honestly believe is that if software runs on a system that has a public-domain specification, such as the PC, that it should also be public domain. She also believes that Sun should not have to sell it's hardware or software separately because Sun only sells "complete solutions" and that Sun keeps its hardware specification proprietary. She has no answer other than "complete solutions only" when one asks her about getting hardware without software if you want to run Linux. While any sort of pressure by Microsoft to buy their products along with the hardware platform would be considered evil, in her twisted mind the same pressures are not only justified but Good when applied by Sun.